The right request
Agree which services can be booked and which need an estimate. Collect the details your business needs for each.
Included tools & agreed extra work
Make it easier to ask. Make the next step clearer.
Give customers a clear way to request an appointment or estimate, with the right details reaching your team.
The standard build or booking setup follows your package allowance. Extra work is agreed and priced separately.
Booking & Quote RequestsA clear scope.
A clear scope.
A useful result.
Start with what your business needs. Your Advisor confirms what your package includes, the connections we need, and any separately priced work.
A calendar that fits
Set up the agreed calendars, appointment lengths, booking notice, and confirmation rules where your software allows it.
A dependable handoff
Send requests to the right person and test the agreed confirmations and reminders before switching them on.
What needs to be agreed
A request is not a confirmed appointment or an accepted quote. Direct booking depends on verified calendar connections and agreed rules. Calendar count, reminder channels, messaging fees, and custom integrations are scoped in advance.
From plan to working systemReview it together.
Review it together.
Approve the next step.
We check your existing systems first and agree what to reuse before building anything new.
Project details & what we need from you
What we need from you
Your services, territories, calendars, staff availability, appointment rules, estimate questions, and cancellation policies.
What we verify
A customer can send a complete request, your team can see it, and the agreed confirmation process works.
What happens after launch
Your proposal specifies ongoing support, change allowances, usage costs, and who handles requests. Your Advisor coordinates the agreed work.
Before you decideGood questions.
Good questions.
Clear answers.
Does every request automatically become a booking?
Only if your agreed workflow supports direct booking with confirmed calendar availability. Other requests wait for your team’s confirmation. Estimate requests never imply an approved price.
Which packages include these tools?
Every package includes a defined web build. Silver and Gold include AI phone and Facebook Messenger reception and standard booking paths; Gold adds social content. Compare the package allowances. Extra work needs a separate approved scope.
How much will this cost?
Your package includes the standard work shown in the package comparison. Its setup fee still applies. Your Advisor quotes any work or usage beyond those allowances before you approve it.
Your scope & pricingStart with a conversation.
Start with a conversation.
Leave with a clear plan.
Tell us what you need this system to accomplish. Your Advisor checks what your selected package covers and quotes any extra work for approval.